2023 Form 5500 filing — Gundersen Boscobel Area Hospital And Clinics Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240814073157NAL0011518353001) for Gundersen Boscobel Area Hospital And Clinics Retirement Plan, reported by Gundersen Boscobel Area Hospital And Clinics under EIN 39-0845590 and plan number 003. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814073157NAL0011518353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gundersen Boscobel Area Hospital And Clinics
- EIN
- 39-0845590
- Plan number
- 003
- Location
- Boscobel, WI
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,954,146
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,954,146
- Employer contributions
- $341,097
- Participant contributions
- $805,277
- Total income / additions
- $2,435,318
- Benefits paid
- $585,596
- Administrative expenses
- $57,123
- Total expenses
- $642,719
- Net increase / (decrease)
- $1,792,599
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $35,687 | $0 |
| Global Retirement Partners | CONSULTANT | $21,436 | not reported in the loaded dataset |